29

Invoice automation uncluding invoice registration

The current invoice automation functionality does not trigger an invoice register posting when the invoice is imported and processed.

We use the 'Post VAT at time of invoice register' logic. This means, when the invoice is received we need the sales tax to be posted. The current f...

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3 Comments

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Category: Accounts Payable (486)

STATUS DETAILS
Completed
Ideas Administrator
The feature is released in 10.0.37
28

Import of incoming invoices per Data Management Framwork: Default data entity for charges on invoice header/invoice line cannot be found

Test of incoming invoice creation by data import using Data Management Framework -> Invoice charges could not be imported System: D365 F&O (v10.0.19) Could not find any possibility to import information about charges on header or lines of incoming invoices. Incoming invoices are imported by...

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0 Comments

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Category: Accounts Payable (486)

STATUS DETAILS
Completed
Ideas Administrator
The charges entity is included in recent release. 
27

Ability to export invoice pool from screen to Excel

The option to export the invoice pool into Excel is missing. Microsoft instead recommends using the invoice register journal, but this doesn't display which invoices are still in the pool. Therefore, we would like to be able to export the invoice pool data.

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3 Comments

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Category: Accounts Payable (486)

STATUS DETAILS
Completed
Ideas Administrator
The feature has already been introduced in the invoice pool. 
25

Invoice approval (using the breakdown of voucher): Financial dimension should be defaulted from the vendor record

When a user opens the vendor invoice approval and work in the lower area, then the financial dimensions are defaulted from the vendor record. It would be nice when the breakdown of voucher is opened in the invoice approval journal, the financial dimensions should also be defaulted from the vendor...

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0 Comments

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Category: Accounts Payable (486)

STATUS DETAILS
Needs Votes
25

AP Invoice workflow to start from PO requestor

Accounts Payable Vendor Invoice workflow when assigned to a hierarchy allows only to start from workflow originator (person submitting the invoice) or the workflow owner. Often, multiple authorised users approve purchase order earlier and if the quantity matching is achieved, the workflow to aut...

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1 Comments

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Category: Accounts Payable (486)

STATUS DETAILS
Completed
Ideas Administrator
The new PO participant in vendor invoice workflow will be introduced in version 10.0.38. Admin can set purchase order. Order or Requester to approve the invoice.
25

Recurring AP Invoices

Current functionality for AP invoicing does not offer the ability to setup recurring automatic AP Invoicing. Believe it would be very beneficial for most of our D365FO customers to have automatic recurring AP Invoice functionality which does not require any manual intervention. Example: paying...

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0 Comments

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Category: Accounts Payable (486)

STATUS DETAILS
Completed
Ideas Administrator
The feature is going to be released 10.0.38.
24

Importing prepayment invoices

Prepayment invoices for purchase orders should be possible to import using the entity Vendor Invoice Line. Prepayment invoices are a critical part of the procurement process when the start of production or shipment of products requires payment in advance.

Prepaid invoice amounts...

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0 Comments

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Category: Accounts Payable (486)

STATUS DETAILS
Completed
Ideas Administrator
Feature is going to be released in 10.0.37.
24

New entity to import values in field "State" in the VendstateTaxID table for 1099 US Tax report

To develop a new entity to populate massively the field "State" in the VendstateTaxID table for 1099 US Tax report.

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0 Comments

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Category: Accounts Payable (486)

STATUS DETAILS
Needs Votes
Ideas Administrator
PG team plan to do some investigation first. 
24

Drag n Drop functionality in D365

With enhanced AP automation functionality, if we can have a feature to save the invoice image to a transaction via drag n drop as opposed to having to open and navigate the dialogue box it will really efficient and will save a lot of time.

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2 Comments

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Category: Accounts Payable (486)

STATUS DETAILS
Needs Votes
24

Vendor Change Report

Can we create or adapt an existing report like Vendors so the AP department can report on any vendor changes within a given date range? Information that would need to be created: Vendor Name Address Contact information Bank information Invoice & delivery Payment Financial Dimensions

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0 Comments

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Category: Accounts Payable (486)

STATUS DETAILS
Needs Votes